Silvercrest Asset Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Silvercrest Asset Management’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Hold	2,706	–	–	﹤0.01%	788
2026 Q1	$229K	Hold	2,706	–	–	﹤0.01%	800
2025 Q4	$223K	Hold	2,706	–	–	﹤0.01%	828
2025 Q3	$217K	Hold	2,706	–	–	﹤0.01%	799
2025 Q2	$206K	Hold	2,706	–	–	﹤0.01%	816
2025 Q1	$201K	Hold	2,706	–	–	﹤0.01%	820
2024 Q4	$201K	Hold	2,706	–	–	﹤0.01%	808
2024 Q3	$207K	Buy	+2,706	New	+$199K	﹤0.01%	777

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Silvercrest Asset Management's IMCV Position: Q2 2026 in Review

Silvercrest Asset Management held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 2,706 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Silvercrest Asset Management first reported a position in IMCV in Q3 2024 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Silvercrest Asset Management held 2,706 shares of iShares Morningstar Mid-Cap Value ETF worth $247K as of Q2 2026.
Silvercrest Asset Management left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #788 holding.
Silvercrest Asset Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.